Bonds Owned

This page tracks ownership of individual bonds.

To reach this page

1. Go to the Portfolio level of the app by clicking the top-left logo.

2. Click the CMBS Bonds tab.

3. Click the Bonds Owned link.

To use this page

1. Select a bond in the menu on the CMBS Bonds page.

2. Click the Bonds Owned link.

1. When you’re on the Bonds Owned page, for each class enter a buyer and percentage owned.

2. Click the Update button.

Easy.